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Rafael Carlesso
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Rafael Carlesso
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Intelligence
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Home
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The C-Branded Era Passes Its First Test: Kering H1 2026
Results Readings Rafael Carlesso 01/08/2026 Results Readings Rafael Carlesso 01/08/2026

The C-Branded Era Passes Its First Test: Kering H1 2026

When the sector's most disciplined communicators start selling proximity, it is not a slip. It is a channel.

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LVMH H1 2026: The Margin Held, Desire Did Not
Results Readings Rafael Carlesso 27/07/2026 Results Readings Rafael Carlesso 27/07/2026

LVMH H1 2026: The Margin Held, Desire Did Not

LVMH spent the first half proving it can defend a number. It did not prove it can still make people want.

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Rafael Carlesso

Luxury Strategist & Analyst | Writing from Milan | LinkedIn

rafael@rafaelcarlesso.com